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Anthony Feucht

2 Years of Experience
East Dundee, IL

Anthony Feucht is a registered investment advisor at Assured Advisory Group, LLC, based in East Dundee, IL, with 2 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 98 clients with $87M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
98 clients
Average Client Portfolio
$889K average
Assets Under Management
$87.1M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)

Assured Advisory Group's main service is managing investments for a fee, based on a percentage of your portfolio's value. The exact percentage is negotiated and can vary depending on factors like your potential earnings, how much you invest, and the complexity of your account. The annual management fee will not exceed 2.00%. Fees are automatically deducted from your account each quarter.

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Location

1141 East Main Street, Suite 215, East Dundee, IL, 60118-2440

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Assured Advisory Group, LLC
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
June 2023 - January 2024 · 7 mos
State Registrations1 state
IL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.